MYCIO Wealth Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.84M | Buy |
49,729
+3,541
| +8% | +$354K | 0.96% | 14 |
|
|
2025
Q4 | $4.45M | Sell |
46,188
-926
| -2% | -$89K | 0.92% | 12 |
|
|
2025
Q3 | $4.55M | Buy |
47,114
+99
| +0.2% | +$9.38K | 1.05% | 12 |
|
|
2025
Q2 | $4.32M | Buy |
47,015
+1,268
| +3% | +$110K | 1% | 12 |
|
|
2025
Q1 | $3.89M | Buy |
45,747
+86
| +0.2% | +$7.67K | 0.92% | 15 |
|
|
2024
Q4 | $4.04M | Buy |
45,661
+102
| +0.2% | +$9.26K | 0.97% | 13 |
|
|
2024
Q3 | $4.02M | Buy |
45,559
+69
| +0.2% | +$5.81K | 0.92% | 12 |
|
|
2024
Q2 | $3.69M | Buy |
45,490
+745
| +2% | +$60.6K | 0.94% | 12 |
|
|
2024
Q1 | $3.76M | Buy |
44,745
+1,709
| +4% | +$135K | 0.95% | 13 |
|
|
2023
Q4 | $3.35M | Buy |
43,036
+108
| +0.3% | +$7.67K | 0.94% | 15 |
|
|
2023
Q3 | $2.97M | Buy |
42,928
+2,819
| +7% | +$206K | 0.89% | 16 |
|
|
2023
Q2 | $2.93M | Buy |
40,109
+61
| +0.2% | +$4.24K | 0.92% | 15 |
|
|
2023
Q1 | $2.8M | Sell |
40,048
-764
| -2% | -$53.9K | 0.98% | 15 |
|
|
2022
Q4 | $2.75M | Sell |
40,812
-8,028
| -16% | -$541K | 0.9% | 14 |
|
|
2022
Q3 | $3.04M | Buy |
48,840
+1,865
| +4% | +$128K | 1.19% | 14 |
|
|
2022
Q2 | $3.04M | Buy |
46,975
+10,045
| +27% | +$715K | 1.12% | 12 |
|
|
2022
Q1 | $2.88M | Buy |
36,930
+5,289
| +17% | +$407K | 0.92% | 14 |
|
|
2021
Q4 | $2.63M | Buy |
31,641
+3,210
| +11% | +$263K | 0.87% | 13 |
|
|
2021
Q3 | $2.22M | Sell |
28,431
-1,255
| -4% | -$101K | 0.82% | 13 |
|
|
2021
Q2 | $2.35M | Buy |
29,686
+2,029
| +7% | +$157K | 0.96% | 11 |
|
|
2021
Q1 | $2.04M | Buy |
27,657
+2,443
| +10% | +$177K | 0.91% | 11 |
|
|
2020
Q4 | $1.73M | Buy |
25,214
+7,841
| +45% | +$499K | 0.94% | 11 |
|
|
2020
Q3 | $997K | Buy |
17,373
+4,673
| +37% | +$266K | 0.68% | 12 |
|
|
2020
Q2 | $681K | Hold |
12,700
| – | – | 0.47% | 12 |
|
|
2020
Q1 | $548K | Sell |
12,700
-248,315
| -95% | -$13.7M | 0.37% | 12 |
|
|
2019
Q4 | $15.6M | Sell |
261,015
-213
| -0.1% | -$12.2K | 1.01% | 18 |
|
|
2019
Q3 | $14.6M | Buy |
261,228
+22,676
| +10% | +$1.27M | 1.08% | 18 |
|
|
2019
Q2 | $13.3M | Sell |
238,552
-16,855
| -7% | -$925K | 1.05% | 19 |
|
|
2019
Q1 | $13.8M | Buy |
255,407
+35,013
| +16% | +$1.81M | 1.14% | 18 |
|
|
2018
Q4 | $10.2M | Buy |
220,394
+62,706
| +40% | +$3.16M | 0.95% | 17 |
|
|
2018
Q3 | $8.69M | Buy |
157,688
+3,476
| +2% | +$191K | 0.84% | 20 |
|
|
2018
Q2 | $8.18M | Sell |
154,212
-3,600
| -2% | -$190K | 0.85% | 20 |
|
|
2018
Q1 | $8.14M | Buy |
157,812
+2,564
| +2% | +$135K | 0.92% | 18 |
|
|
2017
Q4 | $8.08M | Sell |
155,248
-1,168
| -0.7% | -$59.3K | 0.87% | 19 |
|
|
2017
Q3 | $7.71M | Buy |
156,416
+1,452
| +0.9% | +$70.1K | 0.87% | 19 |
|
|
2017
Q2 | $7.44M | Buy |
154,964
+996
| +0.6% | +$47.2K | 0.87% | 20 |
|
|
2017
Q1 | $7.21M | Buy |
153,968
+2,336
| +2% | +$108K | 0.88% | 18 |
|
|
2016
Q4 | $6.78M | Buy |
151,632
+22,252
| +17% | +$973K | 0.91% | 16 |
|
|
2016
Q3 | $5.64M | Buy |
129,380
+188
| +0.1% | +$8.15K | 0.93% | 14 |
|
|
2016
Q2 | $5.43M | Buy |
129,192
+6,508
| +5% | +$269K | 0.93% | 14 |
|
|
2016
Q1 | $5M | Buy |
122,684
+13,084
| +12% | +$498K | 0.89% | 14 |
|
|
2015
Q4 | $4.39M | Sell |
109,600
-536
| -0.5% | -$21.8K | 0.78% | 19 |
|
|
2015
Q3 | $4.28M | Buy |
110,136
+904
| +0.8% | +$37.4K | 0.88% | 16 |
|
|
2015
Q2 | $4.65M | Buy |
109,232
+120
| +0.1% | +$5.22K | 0.9% | 16 |
|
|
2015
Q1 | $4.72M | Buy |
109,112
+10,060
| +10% | +$428K | 0.96% | 13 |
|
|
2014
Q4 | $4.14M | Sell |
99,052
-1,076
| -1% | -$43.7K | 0.87% | 14 |
|
|
2014
Q3 | $3.96M | Sell |
100,128
-5,420
| -5% | -$218K | 0.93% | 14 |
|
|
2014
Q2 | $4.29M | Buy |
105,548
+1,444
| +1% | +$56.3K | 0.97% | 14 |
|
|
2014
Q1 | $4.03M | Buy |
104,104
+2,264
| +2% | +$85.8K | 0.98% | 13 |
|
|
2013
Q4 | $3.82M | Sell |
101,840
-145,712
| -59% | -$5.27M | 0.95% | 12 |
|
|
2013
Q3 | $8.61M | Sell |
247,552
-25,200
| -9% | -$861K | 2.34% | 7 |
|
|
2013
Q2 | $8.86M | Buy |
+272,752
| New | +$8.84M | 2.45% | 6 |
|
Other funds holding IWR
MYCIO Wealth Partners's IWR Position: Q1 2026 in Review
MYCIO Wealth Partners increased its iShares Russell Mid-Cap ETF (IWR) stake by 7.7% in Q1 2026, buying an estimated $354K and bringing the position to 49,729 shares worth $4.84M. The position accounts for 0.96% of the portfolio, ranked #14.
MYCIO Wealth Partners first reported a position in IWR in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.6M in Q4 2019. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- MYCIO Wealth Partners held 49,729 shares of iShares Russell Mid-Cap ETF worth $4.84M as of Q1 2026.
- MYCIO Wealth Partners bought 3,541 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $354K.
- iShares Russell Mid-Cap ETF made up 0.96% of MYCIO Wealth Partners's portfolio in Q1 2026, its #14 holding.
- MYCIO Wealth Partners first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
- MYCIO Wealth Partners's iShares Russell Mid-Cap ETF position peaked at $15.6M in Q4 2019.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on MYCIO Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.